Help in contact Contact Details
Hello! is it possible to change the name os name of fields when we are creating a database of client ? And is it possible to change the display of the contacts on the Tablets, because my contacts are all organized by the surname and some customers like Ana appears on the end off the contact because the surname is zeca? Thanks you
Log in error on app
Hi, I have recently set up CRM and am trying to log into the app on my android device. When I have used my email and password to log in it comes up with an error while authenticating. (USER_NOT_ACTIVE) I have done the two phase authentification on the website. Help please how can I log in as this was one of the reasons for picking Zoho CRM was that I could use on the move Thanks Richard
application sync
Good Afternoon New to zoho and will be at the workshop. However I am wondering if sales reps have app on their smart phone would they be able to sync data to me and update filesÉ or will that have to be done maually
iphone app: Accounts not appearing with Potentials
For our users on Android, the mobile app is appropriately showing the name of the Account when looking at the standard Potentials view, but the Account name is not visible for our users on iphone. Is there a setting we need to adjust?
Custom sections in Cases not visible
I have added a couple of sections to my Cases page, the changes are saved and they show up in the APP version of CRM. However when I try to create a new case, the new sections do not show up. How do I ensure these custom sections show on ZOHO web access as well?
sending email in Zoho CRM iPad app
When I send an email from my full browser version, it will be stored along with the contact. On the iPad app, I don't have the email section - when I send an email from the iPad app, it doesn't store it with the contact as in the full browser version. Am I missing something or is that just not a feature of the iPad app? Thanks, Sam
Mail App, font spontaneously changed!
The mail app started displaying some of the text in a non filled bold Arial- very hard to read on a phone screen. How change it back?? Greg Aanes 2109 Queen Street Bellingha WA USA
Deleting item calendar, deletes all reoccuring events
Hi, I just deleted two agenda items on the zoho calendar app, both were reoccuring events. Normally if you would delete such an item on your calendar in your browser it would ask you if you would like to delete only/future or all. In this case I did not get this pop-up, I just deleted the activity. But when I looked at my agenda a second later all of the same reoccuring events were deleted as well. Both in the future as in the past. Luckily I just entered all my working hours, but that could have
Problems with Zoho APP
Hello, All the employes of the company have installed the APP´s of Zoho from Google Play (Mail, CRM, Projects, Taskz, etc.) But nobody can use them, all of the receive the following error when they try to sign in in the app: "Please check if any of the following Zoho Services is Disabled/Removed for your Zoho Account (zoho calendar, zoho contacts, zoho crm) visit the control panel or contact with the administrator." All services are Correct for all users. What can be happening? Regards, Unai Mata
implement CRM
which will be the best technology to implement crm in mobile
Directory synching through IPPhone
I need to view my contacts in my ZOHO directory list through IP Phone.ie ,if a customer in our Zoho contact list calls us ,his name has to be displayed in our IP Phone caller ID.How can it be possible....Please comment.....
Synching with IP Phone
.I need to view my zoho contacts in my IP phone....How can I synchronise my ZOHO contacts with Asterisks server(IP Phone server).....Please comment.........
iOS app - Accounts Near Me - pin colors
Is there any way to differentiate pin colors on the Accounts Near Me map in the iOS app? Have different color pins based on the value of a field...
Not able to receive my emails on mobile app
It has been 4 months since my mobile app synced up with my email messages. Very frustrating...
ZOHO CRM on iOS crashes
Just downlaoded Zoho CRM on my iphone 6 plus and the app is unable to launch- crashes immediately after start. I just get the splash screen for about half a second before it goes back to main screen. Phone is up to date running iOS 8.4. Please help thanks
ZOHO Mobile App & Google maps
How can the mobile App access Google maps from the contact, accounts pages for addresses on the mobile app. I have turned on all Google map switches I can find
Android device contacts when sending emails from Zoho app
HI, When creating an email in Zoho Mail Android app, the app never suggests any of the email addresses of the contacts stored on my device - as opposed to the ones already in Zoho. How can I get the app to use the device contact list? Secondly, when I do go to the device list in the app (press the + next to the "to" field), the device list is very very slow to load - in the order of tens of seconds, and the list is totally linear - i.e. contacts that I have in a CalDAV addressbook and LinkedIn are
Usable links in Projects iPhone app
It appears that links in the Zoho Projects iPhone app do not work. I am not able to copy the text either. Can this be fixed?
Zoho mobile app lookup list issues
Is anyone else experiencing an issue with lookup lists being truncated within the Zoho mobile app (I'm on iOS)? I can only see half of my available selections. I'm curious to know if this is an isolated issue. Thanks for any feedback.
Zoho CRM - Free Version and Notes Viewing in the Zoho CRM App for iPhone
We use the Zoho CRM free version at them moment (as we're a pretty small outfit). We have notes in most of our leads and accounts records. When we're logged onto either our Mac or PC in Zoho CRM we can see all of the notes for any given lead or account. The problem arises for us with the Zoho CRM app where when we log in using our iPhone we can find where the Notes icon resides, but when we click it the following happens: 1) The oldest notes on the record show up first 2) Only a maximum of 2 notes
Incomplete download of records to mobile devices
Within the mobile app (iPhone or iPad), we select download to view more records, however it cuts short before including all possible records (i.e. we have 1664 Account records when viewed through the browser - but the Mobile app stops downloading at 1383 Accounts)
Mobile App
One of our field workers has noticed that when he adds a note to a "Contact", the note is not visible from the corresponding "Account" record. We expect that this functionality should work as it does through a browser session - where the note added to "Contact" is visible from both "Contact" and "Account". This issue is experienced on both the iPad and the iPhone. The app is the latest version - no further updates are available. Any assistance with this issue would be appreciated.
Sync Event issue when switching to new phone
I recently got a new I phone 6. I previously had an Iphone5. When I signed into the app on the new phone, some of my events that I had did not sync with the new phone. I went back on the old phone and they were still there, and they are on my desktop version (from the Zoho site). Why would they not sync to the phone, and how do I get them to sync.
IOS app sign-in problem
I have signed up for free account. I am able to login from the browser, but when i try from the ios app, it says "USER_NOT_ACTIVE". can someone please help ? Thanks
Mobile app (for Android)
When does synchronization occur between the online version and the mobile app? I added a document earlier this morning online and it still is not appearing tonight on the mobile app. I also completed a task online but it is still showing as overdue in the tasks on the mobile app. However, it does show that I updated the project in my activity on the mobile app. Is there someplace I need to go to manually synchronize?
When we can use Zoho CRM on Blackberry OS 10+?
Hi, I can see that the products is available to download for iOS and Android but not for Blackberry. From the latest comments in help section, a LOT of people is asking about this, maybe the blackberry dosen`t have the best camera or the best battery, but is still the best office tool on the market. From customer service i understood that there is not even a plan to make a BB app in near future. Please think about all Blackberry users around the world who are willing to pay for that app (myself
Can't receive email, but send email is ok on iphone ?
Hi. Web Zoho email , and outlook email are also working normally, but on my iphone6 only send email, can't receive email. iphone just pop-up my ID or password incorrect, please help to give a hint. thanks.
Problems with APP
We are trying zoho to implement it in our company. We are with CRM's free version, and have 3 activated users and with the mobile permissions OK. On having acceded from the mobile, it leaves the admin to to enter without problem, with other two users it gives us mistake User_not_active. That can happen?
Notes associated with tasks in a case do not appear on Mobile App
Here is the workflow/hierarchy: A case is created and it has a task on it. A user selects the task by clicking on the subject line in the normal version of zoho crm By doing so, the user can add a note to the task. When viewing that case in the mobile version and selecting the related task, the note associated with that task is not visible. If a task is created without association to a case, and a note exists, the notes section does not exist under "related links" either. The work around is to just
Mobile app default server search.
Is there anyway to make the Zoho CRM mobile app search bar default to searching the server instead of the device? Thanks
Can't connect via ZohoCRM iPhone app
Hello, I can log into my Zoho CRM account using browser (both laptop and mobile) but the same ID / password doesn't work if I try to connect to my account using Zoho CRM app for iPhone 6 (latest iOS 8.2). When I enter my ID / password, I get an error message in an alert box with the message "USER_NOT_CONFIRMED". When I click "OK" button (the only button available), I am taken back to the main sign-in screen. Do I need to do something in the settings of my account to enable mobile access? I currently
Card Scanner: Export to email = no phone numbers
Just reporting that when using the export option in the Zoho Card Scanner iPhone app, phone numbers are not included in the export file (synchronising to Zoho brings all the info, however that has not worked consistently for us).
mobile app sign in
Hello everyone, I have just started using Zoho CRM. I purchased an account today (standard edition) for one month and I am setting everything up so I can convince other shareholders that we need this software- excel is not a CRM Tool :) I am trying to use the Zoho app but I get the following error: 'user not active' steps: 1. download ios app 2. enter correct password and email address 3. user not active error device:iPhone 4, iOs 7.1.1 Please follow up,
Ipad app doesn't show anything but name and number
Why does the ipad app not show anything on the account screen? I choose and account and all I see are name and phone number. If I click details I can see my entire data for that account, but shouldn't I be able to see address and other pieces of data on that main account screen? I would love to add a photo there as well.
Mobile App
Does anyone have luck with the mobile app showing up pop up reminders.
Iphone App - phone number entry - please fix
When entering a new contact, account or lead in the iphone app, the pop up keyboard does not allow for a: "-" dash "( )" parenthesis Or space In an effort to support consistent data entry and to bring some sort of validity to ZOHO CRM PLEASE FIX THIS OVERSIGHT note: as I have been told by support there is not way to mass update phone numbers into a standard format, so users are required to enter the specific format on each and ever record.... Isn't this a contact management software solution?? And
Quit receiving messages within the CRM app
In an attempt to streamline, I have been trying to use the app for message instead of the native mail app on my iphone/ipad, to gain the retention of the trail within Zoho. But it stopped working 2 weeks ago, and I have no idea why. Any ideas? It still shows emails received February 9th, and does not update after refreshing. Thanks for the help in advance.
Issues with the mobile app for Zoho projects on the latest iPhone
Hello, Does anyone else run into the problem on the iOS app where you can manually add minutes of time spent on a task, but not hours? Thank you
Android Client "Sort By Due Date"
Is there any way to access "Sort By" on the Android client? I want to sort by "Due Date" as I do on the web interface, because then I can have tickets sorted by due date and I know what to do during the day. As we have no calendar integration in Zoho Support yet (I've been told it's coming 2'nd quarter, 2015), it's the only way to get a picture of what needs to be done and I find it very hard to really know what needs to be done when using the Android client.
iPad app crashes
Hi, I Just installed the app on my iPad. Unfortunately it crashes all the time. I Haverkamp an IPad 1 with iOS 5.1.1
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